401(k) · DOL Form 5500 · 2023
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $578,934
- Avg per participant High balance/head
Official DOL plan name: Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan · Sponsored by Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC · Iowa · Professional & Technical Services
$16M in assets, 27 participants
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC's Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan reported $16M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,684 in Professional & Technical Services (20,321 peers)
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC multi-year trail
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC's plans moved +17.0% in assets from 2022 to 2024; this filing shows Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan at $16M / 27 participants.
- #13,684
- in Professional & Technical Services (20,321 peers)
- +21.9%
- assets growth YoY
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan's outsized position by total assets
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,631,231 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan reported participants fell from 33 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420425795 · Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC PY 2023 · 401(k)
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan · $16M · 27 · 68th
- RANK $16M
- PHOTO 27
- IND 68th
- EOY 401(k)
- 5500 near Boston, Inc. Profit Sharing Plan
- ASSETS ind #13684
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Iowa →
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan in the asset neighbourhood
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC multi-year asset trail
Sponsor-wide plan assets over time
All Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 17.04145826927556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $13M |
| 2023 | 1 | 27 | $16M |
| 2024 | 1 | 22 | $15M |
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson, PLC filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 420425795 |
| Plan Effective Date | 1973-12-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Dutton, Daniels, Hines, Kalkhoff, Cook & Swanson PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Boston, Inc. Profit Sharing Plan in WI ($16M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.